How Wealth Managers are Winning Business With the Ultra-Wealthy
According to David Friedman, president of
Wealth-X, one in every three ultra-high-net-worth investors are looking to change their asset manager or advisor. To attract and maintain these elite clients, advisors need to create an exclusive experience for each investor and a wealth plan that anticipates their needs.
Download this paper to learn how to:
Assess the size of the market opportunity to serve this elite group.
Prepare in-depth profiles on specific high-net worth individuals.
Develop a referral business to expand your assets and revenues.
